Noah Alweiss
Noah Alweiss is a registered investment advisor at Summit Financial, LLC, based in Hallandale Beach, FL, with 15 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 18,393 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee across programs is 1.50% per year. Fees are negotiable and exclude program fees, custodian charges, and third-party manager fees.
Fee Estimator
Location
1920 E. Hallandale Beach Blvd., Suite 602, Hallandale Beach, FL, 33009
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2026Customer Dispute
November 2024Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Rhonda Weinman, CFPRaymond James & Associates, INC.
- Gil Rubio, CFPRaymond James & Associates, INC.
- Andrew Sukhin, CFPRaymond James & Associates, INC.
- Luana Corral, CFPOsaic Wealth, INC.
- Gary Curry, CFPRaymond James & Associates, INC.
- Stefan Revelo, CFPCurio Wealth, LLC